Workflow

Send a link. Get the details. Hand it off.

A simple seller experience, from the first question to the finished PDF. Here is how UtilitySheet fits into your next transaction, from listing intake to closing.

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How it works

How the seller-link flow works

Set up one reusable link, add it to your listing email template or send it directly, then let the seller complete the utility form from their phone.

01.Set up your reusable seller link

Your workspace starts with one seller link you can reuse across files. Add it to your listing email template, text template, checklist, or send it directly on a transaction.

UtilitySheet dashboard showing one reusable seller link ready to copy and send

02.Seller enters the address and confirms utilities

Sellers open the link on their phone, enter the property address, and move through a guided utility form. UtilitySheet can suggest likely providers based on the address, and sellers can confirm, search, or type their own answer.

Mobile seller form showing guided utility questions inside UtilitySheet

03.Get a clean sheet and PDF back

After submission, your team gets a clean web sheet and downloadable PDF. Your completion email can include the finished PDF automatically, and on Pro and Teams you can edit the sheet in your dashboard, so new PDF downloads include your changes.

UtilitySheet dashboard showing submitted requests with options to view, edit, and download the PDF

Where it fits in your process

Transaction coordinators and agents slot UtilitySheet into a message they already send, whether that is at listing intake, under contract, or as closing approaches.

Add the reusable seller link once to your seller welcome email, listing checklist, or closing-prep email, then reuse it on every file. On the buyer side, ask the listing agent to forward it to the seller.

If you collect details early in the listing, review the finished sheet before you share it. Providers and access details can change before closing.

When the seller submits, review the finished utility sheet in the dashboard before sharing it with buyers, agents, support staff, or anyone else who needs the information.

On Pro and Teams, you can correct capitalization, addresses, provider names, or contact details after submission without reopening the seller form.

If listings, closings, or condos need different questions, save a seller form for each. Every form has its own reusable link, and you can pick one when you create an individual request.

Seller forms ask about an HOA or condo association by default. Turn that question, the electric meter number, or any utility on or off for a whole form or for a single request, on every plan.

Use Simple Utility Sheet mode when you just need utilities, or Property Handoff Packet mode to collect utilities, home systems, access details, and service-provider information in one seller handoff.

Keep the workflow branded on paid plans so the handoff matches the rest of your client communication.

These pages go deeper on role-specific use cases and plan details.

Explore features View pricing Seller utility information form

Try the workflow on a real transaction

Start free, send a seller link, and see how much easier the utility handoff feels when the process is standardized.

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